January 2022 Market Commentary Now that 2021 has come to a close, we look forward to 2022. Many banks and investment companies release their “expert” opinions on what we should expect from the market and economy in the coming year. We note a few of them below. When it comes to “expert” opinions, please remember…
Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. To Be ‘Rich’ In Columbus: The US Census defines being rich as those in the top…
December 2021 Financial Markets Commentary “With less than a month left in what has been an extraordinary (and mystifying) year on multiple fronts, stocks have maintained a largely uninterrupted trek higher (at the index level) in the face of myriad headwinds—not least being the mid-year surge in the delta variant, supply chain disruptions on a…
Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. 401k Increase: The IRS increased the 2022 annual contribution limit for 401ks, 403bs, and most…
November 2021 Financial Markets Commentary Shockingly, the holiday season is upon us already! We are grateful to be able to spend time with family and friends during this exciting time of the year, especially after the past 18 months. The holidays start with Halloween at our house, but how does this relate to markets and…
October 2021 Financial Markets Commentary Now that the first three quarters of 2021 are in the books, the holiday season will be here before you know it! If you are a last minute shopper, you may want to start the process earlier this year. Experts are warning of significant shipping delays. COVID exposed the downside…
Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. EVs Outsell Diesel: For the first time ever, European electric vehicles and plug-in hybrids outsold…
Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Economic, Investment, and Other News Bits China Gamers: Earlier this month, China imposed strict new…
September 2021 Financial Markets Commentary Despite all of the negative news and the present risks, markets have continued to climb higher. According to SPDR’s Head of Research Matthew Bartolini, we’ve seen “multiple hurricanes knocking large portions of the US off-line, increased tensions in the Middle East, softening economic data as measured by the continued decline…
Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Economic, Investment, and Other News Bits Delta Variant: The Delta variant of the coronavirus has…
Now that the Olympics have wrapped up, it created an incredible opportunity for the country to come together as one no matter the political affiliation and be proud to be an American. These elite athletes have dedicated countless days, weeks and years to their sports to be able to compete on the global stage,…
July 2021 Financial Markets Summary The first 6 months of 2021 have fortunately been much less eventful than the first 6 month of 2020. Stock markets around the world have been performing quite well with the S&P 500 up 15%, developed international 10% and emerging markets 8.5%. The unemployment rate has dropped significantly from the…
Behavioral Finance: Home Country Bias It was last June when we wrote about a few behavioral finance topics. While markets aren’t as volatile as they were 12 months ago, and headlines surrounding the stock market may not be as divisive, we thought it would be helpful to review some investing basics through the lens of…
Viewpoints: June 2021 Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Economic, Investment, and Other News Bits A Long Way Out: The Fed…
June 2021 Financial Markets Summary Life is getting back “closer” to normal. School is out for the summer, many companies are bringing employees back in the office, most mask mandates have been lifted and people are excited about planning their summer vacations. However, the housing market is nowhere remotely close to normal. “Pick any housing…
